Millennials

Millennials and a shift in buying behavior


According to Deloitte's Perspectives report 'Investment Management Outlook 2017,' one major trend likely to impact our industry in the coming year is "a shift in buyer behavior as the Millennial generation becomes a greater force in the investing marketplace." If investment management firms want to drive growth, they must address the needs of Millennials.
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Are “Bionic” Advisors the Future of Financial Advice?

A year ago, the term “robo advisor” raised alarms on various financial news sites and blogs. Financial professionals feared that computer algorithms would replace human advisors in the advice space. Yet, it has quickly become clear that a computer alone cannot address investor questions, life changes, and, frankly, the emotional aspects of investing. Some combination of human and machine can provide the best of both worlds. Firms are reframing the discussion with the term “bionic advisor,” and 2017 has seen an increased roll-out from large financial firms offering some form of “robo” or “bionic” service. Continue reading

The Gender Gap in Politics

The gender gap in both pay and representation is a pervasive problem in business today and I suppose it is not surprising that it extends into the political realm as well. While the existence of the gap may not surprise you, some of the reasons might. Continue reading

WE Interviews – Hannah Grove

Hannah Grove
Chief Marketing Officer
State Street Corporation

As Chief Marketing Officer for State Street Corporation, Hannah Grove oversees a global marketing team of 80 people spread across North America, Europe and the Asia-Pacific region. She and her team are charged with strengthening State Street’s reputation, raising brand awareness and engaging stakeholders globally, with the ultimate goal of helping to support revenue and business objectives of the company. Hannah, who has been with State Street for nearly two decades, was recently elevated to the global financial firm’s Management Committee, its senior-most strategy and policy-making team.

I recently sat down with Hannah to talk about the lessons she’s learned over the course of her career, the importance of advocating for diversity, and the advice she’d give to others seeking to advance in their careers. Continue reading

Trust has become a high priority

Trust has become a high priority


Trust.. it's a high priority issue these days. Since the financial crisis of 2008, trust has catapulted into the limelight and the impact on CEOs has been significant. Below, a few intriguing takeaways on the issue from PwC's recently released 20th CEO Survey:
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